See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,653 | $45,863+431.3% | $77,024+216.3% | $68,494+255.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.92% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $12,945 | $1,650+684.8% | $2,812+360.3% | $2,596+398.6% |
| Participant deferral / active EE | $6,858 | $2,962+131.5% | $4,426+54.9% | $4,027+70.3% |
| Admin fee / account holder | $48,182 | $3,041+1484.6% | $5,425+788.1% | $5,403+791.8% |